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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
JN

Jabaree Nathaniel Pearson

North Carolina·CRD #7354199
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jabulani Lovelace

Texas·CRD #5800871
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
JB

Jacalyn Beth Brown

Texas·CRD #1556178
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
33 yrs
States
2
Exams
7
Since
1993
Est. fee
AUM / Commission / Flat Fee
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JD

Jace Dalton Darrow

Texas·CRD #7493854
Dual-registered

Dual-registered at GDS WEALTH MANAGEMENT

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM
Minimum
$1.0M
View profile
JG

Jace Garcia Dela Vega

California·CRD #6800450
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
JK

Jacek Kalisz

Connecticut·CRD #4589605
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
23 yrs
States
3
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jace Marquez Hartley

California·CRD #7187992
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Jacen James Marzocco

New Jersey·CRD #8029432
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
1 yrs
States
2
Exams
3
Since
2025
Fee
AUM / Hourly / Flat Fee
View profile
JT

Jace T Hale

Arizona·CRD #7726169
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
3 yrs
States
2
Exams
6
Since
2023
Est. fee
AUM / Flat Fee
View profile
JB

Jacey Brianne West

California·CRD #6877243
Dual-registered

Dual-registered at WESTEND CAPITAL MANAGEMENT, LLC.

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM / Performance-based
Minimum
$10k
View profile
JJ

Jacey Johnson

Missouri·CRD #7971239
Dual-registered

Dual-registered at RETIREMENT PLAN ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
JT

Jacinta Therese Earl

Washington·CRD #5983723
Dual-registered

Dual-registered at FORTITUDE ADVISORY GROUP L.L.C.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$25k
View profile
JT

Jacinta Thompson

Arizona·CRD #4274700
Dual-registered

Dual-registered at BALEFIRE, LLC

Experience
23 yrs
States
9
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jack Adams

Texas·CRD #7718773
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jack Aerod Moss Jr

Kentucky·CRD #2603888
Dual-registered

Dual-registered at FIRST KENTUCKY SECURITIES CORP

Experience
31 yrs
States
1
Exams
5
Since
1995
Fee
AUM / Hourly / Flat Fee / Performance-based / Other
View profile
JA

Jack Alexander Switzer

Texas·CRD #8133773
IA Rep

Investment Adviser Rep at PLANNING WORKS ADVISORY, INC.

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
JA

Jack Andrew Barker

Arizona·CRD #2570575
Dual-registered

Dual-registered at JUNCTURE WEALTH STRATEGIES, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Flat Fee
View profile
JA

Jack Andrew Brooks

California·CRD #8049244
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
View profile
JA

Jack Andrew Helmich

Minnesota·CRD #7915279
IA Rep

Investment Adviser Rep at &PARTNERS

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
JA

Jack Andrew McCroken

Massachusetts·CRD #5928560
Dual-registered

Dual-registered at PALLAS CAPITAL ADVISORS, LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Fee
AUM / Hourly / Flat Fee
View profile
JA

Jack Anthony Desantis Jr

New Jersey·CRD #3248153
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
JA

Jack Anthony Meurer

Missouri·CRD #6650951
IA Rep

Investment Adviser Rep at NUANCE INVESTMENTS, LLC

Experience
4 yrs
States
2
Since
2022
Est. fee
AUM
Minimum
$10.0M
View profile
JA

Jack Arnold Gorsuch Jr

N/A·CRD #874243
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
47 yrs
Exams
7
Since
1979
Est. fee
AUM / Flat Fee
View profile
JA

Jack Arthur Ramey

Maryland·CRD #1605684
Dual-registered

Dual-registered at WBH ADVISORY, INC.

Experience
26 yrs
States
1
Exams
6
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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